Forvis Wealth Advisors, LLC Reduced Holdings in Q4 2024

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-103
- 4.4%
$172.07 - $207.36 $17.7K - $21.4K
2.24K $441K
SRE
Sempra Energy

Utilities
-55
- 0.52%
$80.81 - $94.77 $4.44K - $5.21K
10.5K $924K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-37
- 2.35%
$344.56 - $435.0 $12.7K - $16.1K
1.54K $648K
HON
Honeywell International Inc

Industrials
-102
- 2.38%
$202.84 - $236.0 $20.7K - $24.1K
4.18K $944K
STT
State Street Corp

Financial Services
-135
- 1.56%
$85.96 - $100.78 $11.6K - $13.6K
8.52K $836K
BMY
Bristol Myers Squibb CO

Healthcare
-977
- 3.71%
$51.92 - $59.94 $50.7K - $58.6K
25.3K $1.43M
XLC
Select Sector Spdr Tr Communic

ETFs
-490
- 2.42%
$89.66 - $102.16 $43.9K - $50.1K
19.8K $1.91M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-8
- 0.16%
$92.95 - $129.87 $744 - $1.04K
5.11K $584K
USB
Us Bancorp \De\

Financial Services
-18
- 0.04%
$43.98 - $53.66 $792 - $966
42.9K $2.05M
PWR
Quanta Services, Inc.

Industrials
-1.42K
- 4.77%
$296.05 - $346.6 $421K - $493K
28.4K $8.97M
META
Meta Platforms, Inc.

Communication Services
-243
- 1.7%
$554.08 - $632.68 $135K - $154K
14K $8.28M
CMI
Cummins Inc

Industrials
-376
- 3.98%
$324.93 - $383.42 $122K - $144K
9.06K $3.16M
PCAR
Paccar Inc

Industrials
-28
- 0.13%
$97.92 - $118.41 $2.74K - $3.32K
21.6K $2.24M
STRL
Sterling Construction CO Inc

Industrials
-1.74K
- 9.03%
$142.94 - $199.03 $249K - $347K
17.6K $2.96M
WFC
Wells Fargo & Company

Financial Services
-179
- 1.38%
$54.98 - $77.35 $9.84K - $13.8K
12.8K $900K
GS
Goldman Sachs Group Inc

Financial Services
-4
- 0.18%
$486.1 - $608.57 $1.94K - $2.43K
2.23K $1.28M
MRVL
Marvell Technology, Inc.

Technology
-963
- 13.2%
$70.31 - $124.78 $67.7K - $120K
6.33K $699K
MA
Mastercard Inc

Financial Services
-354
- 3.19%
$491.3 - $536.15 $174K - $190K
10.7K $5.65M
EMR
Emerson Electric CO

Industrials
-56
- 0.44%
$108.13 - $134.33 $6.06K - $7.52K
12.7K $1.57M
AXP
American Express CO

Financial Services
-258
- 2.36%
$267.35 - $305.57 $69K - $78.8K
10.7K $3.17M
APH
Amphenol Corp

Technology
-1.06K
- 1.55%
$62.07 - $75.35 $65.5K - $79.6K
66.9K $4.64M
XLY
Select Sector Spdr Consumer Di

ETFs
-476
- 3.45%
$194.8 - $239.43 $92.7K - $114K
13.3K $2.99M
SNA
Snap On Inc

Industrials
-4
- 0.09%
$285.44 - $371.35 $1.14K - $1.49K
4.58K $1.55M
AMP
Ameriprise Financial Inc

Financial Services
-158
- 3.16%
$473.15 - $574.01 $74.8K - $90.7K
4.85K $2.58M
V
Visa Inc.

Financial Services
-329
- 3.42%
$273.87 - $320.91 $90.1K - $106K
9.28K $2.93M
NFLX
Netflix Inc

Communication Services
-19
- 1.1%
$687.65 - $936.56 $13.1K - $17.8K
1.7K $1.52M
UNM
Unum Group

Financial Services
-716
- 2.32%
$58.88 - $77.07 $42.2K - $55.2K
30.1K $2.2M
COF
Capital One Financial Corp

Financial Services
-907
- 4.27%
$145.19 - $192.01 $132K - $174K
20.3K $3.62M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-119
- 0.63%
$1146.59 - $1270.6 $136K - $151K
18.7K $22.2M
BAC
Bank Of America Corp

Financial Services
-1.58K
- 1.09%
$39.22 - $47.77 $61.8K - $75.2K
144K $6.31M
MCK
Mckesson Corp

Healthcare
-180
- 1.98%
$482.27 - $628.5 $86.8K - $113K
8.89K $5.07M
DIS
Walt Disney CO

Communication Services
-1.55K
- 3.07%
$92.39 - $117.6 $143K - $183K
49K $5.45M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.94K
- 0.99%
$124.26 - $134.12 $490K - $529K
395K $50.8M
CSCO
Cisco Systems, Inc.

Technology
-3.67K
- 2.38%
$52.45 - $60.02 $192K - $220K
150K $8.89M
AVGO
Broadcom Inc.

Technology
-424
- 2.63%
$159.67 - $250.0 $67.7K - $106K
15.7K $3.65M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.23K
- 0.78%
$570.51 - $610.59 $699K - $748K
157K $92.3M
AAPL
Apple Inc.

Technology
-7.79K
- 4.08%
$221.69 - $259.02 $1.73M - $2.02M
183K $45.8M
VUG
Vanguard Growth ETF

ETFs
-228
- 0.37%
$378.79 - $428.11 $86.4K - $97.6K
60.7K $24.9M
JPM
Jpmorgan Chase & CO

Financial Services
-1.38K
- 2.15%
$205.18 - $250.29 $283K - $345K
62.8K $15.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.06K
- 0.79%
$521.84 - $558.82 $1.07M - $1.15M
260K $140M
WMT
Walmart Inc.

Consumer Defensive
-510
- 0.24%
$79.1 - $95.7 $40.3K - $48.8K
208K $18.8M
NVDA
Nvidia Corp

Technology
-10.8K
- 3.38%
$117.0 - $148.88 $1.26M - $1.6M
307K $41.2M
Activity Summary
Buys All Purchases 122 New Holdings 12 Increased Positions 110 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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